Selected Tag: PLI
Selected Tag: PLI

Part 2

India's Growth Rebalancing: A Patchwork of Crisis Responses, Not a Strategy

India’s growth push has relied on tax cuts, subsidies, capex and trade deals, but the measures look more like crisis responses than a sequenced strategy.

Arvind Mayaram

October 15, 2026 at 4:15 AM IST

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PLI at Six: Real Factories, Modest Returns, and a Bill Still Being Written

Production-linked incentives have changed what India makes, but not as much as promised. The next round should learn from the gap

Ganga Narayan Rath and Chirayu Sharma

October 6, 2026 at 10:15 AM IST

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India’s PLI Push Needs an Exit Test

India’s PLI schemes show strong output gains, but without exit criteria, temporary support risks becoming permanent industrial policy by default.

Sagari Gupta

June 15, 2026 at 5:59 AM IST

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India’s EV Policy Rewards Scale but Leaves Innovation Waiting

India’s EV PLI scheme has boosted manufacturing but sidelined innovation. By rewarding scale over technology, it risks weakening the ecosystem it hopes to build.

Nilanjan Banik

March 10, 2026 at 9:52 AM IST

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Budget 2026

Beyond the "Paracetamol" of PLI: How the Budget Can Rewrite India's Manufacturing Story

India needs structural reforms, not subsidies. This Budget must tackle energy, logistics, credit and the rupee to revive manufacturing.

Ajay Shankar

January 30, 2026 at 8:51 AM IST

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India’s Industrial Policy Drifts Amid Bold Claims and Faltering Delivery

India’s industrial policy remains a patchwork of ambitions, reversals and stalled schemes, where lofty declarations outpace execution, coherence and long-term vision.

Sharmila Kantha

December 17, 2025 at 6:02 AM IST

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Smartphones to Pharma, India’s Key Exports to US Take a Hit

Some tariff-free products are collapsing despite facing zero duties, while several highly-taxed sectors are showing surprising resilience

Ajay Srivastava

September 22, 2025 at 3:39 PM IST

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Basis Shorts

The Bureau

India's Energy Transition: The Hard Part is Yet to Come
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